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First Trust Health Care AlphaDEX Fund

237 hedge funds and large institutions have $442M invested in First Trust Health Care AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

34% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 87

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
237
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
World Investment Advisors
California
$481K
MML Investors Services
102
MML Investors Services
Massachusetts
$480K
PWM
103
Perigon Wealth Management
California
$473K
MFG
104
Mosaic Financial Group
Illinois
$472K
GPW
105
Gentry Private Wealth
Kansas
$450K
GA
106
GoalVest Advisory
New York
$450K
OC
107
Oppenheimer & Co
New York
$448K
HI
108
Harbour Investments
Wisconsin
$445K
SWM
109
Spire Wealth Management
Virginia
$426K
QFW
110
QTR Family Wealth
Florida
$421K
IAIM
111
International Assets Investment Management
Florida
$410K
IA
112
Insight Advisors
Pennsylvania
$407K
TWM
113
Trueblood Wealth Management
Ohio
$404K
P
114
&Partners
Tennessee
$390K
IWM
115
Iams Wealth Management
Nebraska
$388K
PSF
116
Pacific Sun Financial
California
$382K
VCM
117
Vivaldi Capital Management
Illinois
$371K
FPGK
118
Financial Partners Group (Kansas)
Kansas
$356K
GVAG
119
Great Valley Advisor Group
Delaware
$350K
SGFG
120
Silver Grove Financial Group
New York
$349K
RFWA
121
RPg Family Wealth Advisory
Massachusetts
$343K
RPG
122
Risk Paradigm Group
Texas
$333K
PWP
123
Prasad Wealth Partners
Ohio
$325K
EH
124
Equitable Holdings
New York
$323K
AP
125
Americana Partners
Texas
$320K